Screener
SMBS vs SCHQ
Schwab Mortgage-Backed Securities ETF vs Schwab Long-Term U.S. Treasury ETF
Key differences
Both SMBS and SCHQ are fixed income ETFs. SMBS charges 0.03% a year and SCHQ 0.03%. The main difference: SMBS is much larger than SCHQ. Larger funds are usually more liquid and less likely to close.
- SMBS is much larger than SCHQ. Larger funds are usually more liquid and less likely to close.
- SCHQ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMBS | SCHQ | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.03% |
| Fund size (AUM) | $6.4B | $788M |
| Since | 2024 | 2019 |
| Dividend yield | 5.14% | 4.74% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +6.2% | +4.4% |
| CAGR 3Y | N/A | -0.2% |
| CAGR 5Y | N/A | -5.2% |
| Sharpe 3Y | N/A | -0.24 |
| Volatility 1Y | 4.12% | 8.83% |
| Max drawdown | -3.20% | -46.13% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.